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Calling The Bottom + Trade Alert
We hit peak fear, drivers make it rain, an update on the AI race, and I take profits on the only profitable thing in 2026.
Mar 22
•
Jack Bowman
15
3
Strait and Narrow
Oil has a 1 in 7 million day, I consider shorting Euroairlines, the S&P 500 hits the line in the sand, the Great Retirement's tail is flattening, and I…
Mar 15
•
Jack Bowman
13
3
The ETF Obsession | February 2026
I researched the 89 ETF launches from last month so you don't have to.
Mar 11
•
Jack Bowman
10
1
Give It To Me Strait
The S&P 500 has not been more boring in the last century, I overestimate the debasement trade, society is getting lonelier, and college grads are having…
Mar 8
•
Jack Bowman
8
Ghosts of 1979 & Portfolio Update
I rant about Iran, states compete for your business, software engineers are making a comeback, and I give an update on how we're beating the S&P 500 by…
Mar 1
•
Jack Bowman
8
2
1
February 2026
Decoupled & Repriced
I make my high inflation argument, crypto leaves my wallet, we're flipping with momentum, and semiconductor revenues hit a new high.
Feb 22
•
Jack Bowman
10
The Dollar Is Actually Okay
The bears pull the fire alarm on tech, all the other sectors called in sick, I make a pro-dollar argument, and worry about homebuyers' habits.
Feb 15
•
Jack Bowman
6
2
Hooray, The Dow Broke 50K!
Giving the market a sniff test, charting the 17-year bull market, an update on Average Joe's wallet, and we found the source of the ticking.
Feb 8
•
Jack Bowman
5
The Great Leverage Flush of 2026
Gold gets hit by the Warsh whipsaw, we look at America's fat stack, BRICS fan fiction fools me, and I'm still long precious metals.
Feb 1
•
Jack Bowman
8
1
January 2026
TMO Model Portfolio Update - Trade Alert
TMO is beating the S&P 500 by ~9% YTD. I'm hesitant about rebalancing early, but making hard decisions is key in portfolio management.
Jan 30
•
Jack Bowman
12
1
Jesus Futures Pay 7%
China fights demographic gravity, workers find AI unhelpful, TMO takes on "divine tail risk" for 7%, we're increasingly living alone, and we were…
Jan 25
•
Jack Bowman
15
5
2
ChatGPT Is Our Therapist, Gemini Is Our God
I was drowning in charts about AI this week, so we're doing an AI edition of TMO.
Jan 18
•
Jack Bowman
15
2
2
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